Five Pine Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Five Pine Wealth Management’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Buy	61,350 +5,615	+10%	+$159K	1.07%	19
2025 Q4	$1.57M	Buy	55,735 +14,248	+34%	+$397K	1.01%	18
2025 Q3	$1.15M	Buy	41,487 +10,832	+35%	+$293K	0.78%	21
2025 Q2	$814K	Buy	30,655 +675	+2%	+$17.1K	0.6%	25
2025 Q1	$748K	Sell	29,980 -1,072	-3%	-$27.4K	0.61%	25
2024 Q4	$792K	Buy	+31,052	New	+$788K	0.67%	24

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Five Pine Wealth Management's BUFD Position: Q1 2026 in Review

Five Pine Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 10% in Q1 2026, buying an estimated $159K and bringing the position to 61,350 shares worth $1.72M. The position accounts for 1.07% of the portfolio, ranked #19.

Five Pine Wealth Management first reported a position in BUFD in Q4 2024 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Five Pine Wealth Management held 61,350 shares of FT Vest Fund of Deep Buffer ETFs worth $1.72M as of Q1 2026.
Five Pine Wealth Management bought 5,615 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $159K.
FT Vest Fund of Deep Buffer ETFs made up 1.07% of Five Pine Wealth Management's portfolio in Q1 2026, its #19 holding.
Five Pine Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.